See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,691 | $138,347+31.3% | $184,203-1.4% | $80,856+124.7% |
| Participation rate | 92.6% | 83.9%+8.7pp | 86.8%+5.8pp | 67.6%+25.0pp |
| Annual return | 17.29% | 20.02%-2.7pp | 28.81%-11.5pp | 35.59%-18.3pp |
| Employer contribution / active EE | $2,106 | $4,850-56.6% | $6,427-67.2% | $2,755-23.6% |
| Participant deferral / active EE | $7,008 | $7,071-0.9% | $9,131-23.3% | $4,296+63.1% |
| Admin fee / account holder | $87,950 | $10,483+738.9% | $13,901+532.7% | $6,918+1171.3% |